Stored on the device
- transactions you confirm or add;
- budgets and cycle settings;
- wallet labels, encrypted matching values, and balances;
- built-in and custom categories;
- goals, recurring and one-time plans;
- seettu circles and payments;
- local merchant, categorization, and ignore rules;
- preferences; and
- up to the newest 50 recognized-but-unsupported bank messages.
Filtered before storage
- OTPs and security codes;
- promotions and offers;
- declined, failed, and pending alerts;
- unknown senders;
- personal or unrelated messages; and
- malformed or implausible transaction values.
What can leave the device
Only a user-triggered action or narrowly scoped reference lookup:- CSV or JSON copied/exported by the user;
- a corpus or feedback package the user chooses to share;
- support text the user chooses to copy/share; or
- for a foreign-currency reference rate, only the three-letter currency code and transaction calendar date.
